PEAK PREP PLEASANT VALLEY (EIN 842636686) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

DR SHALEN BISHOP

Phone

8559007325

Tax Period

2024-07-01 to 2025-06-30

PEAK PREP PLEASANT VALLEY, founded in 2019, is a mid-sized nonprofit in the Education sector that reported $13.0M in total revenue in fiscal year 2024. Revenue surged 90% from the prior year, signaling strong growth momentum. Expenses of $12.6M left a modest 3% surplus.

Mission

PEAK PREP PLEASANT VALLEY IS A PUBLIC CHARTER SCHOOL SERVING STUDENTS IN TK TO 12TH GRADES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,015,338

Program Service Revenue $0

Investment Income $0

Other Revenue $32,691

TOTAL REVENUE $13,048,029

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,722,704

Fundraising Expenses $0

Program Expenses $11,707,596

Other Expenses $3,876,377

TOTAL EXPENSES $12,599,081

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,048,029	$6,873,760	+0.9%
Expenses	$12,599,081	$6,931,521	+0.8%
Net Income	$448,948	$-57,761	-8.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$713,085

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTY LERNER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BOB RUST	TREASURER	1.00	Officer Director	$0	$0	$0
CAROL BJORDAHL	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS JOHNSTON	DIRECTOR	1.00	Director	$0	$0	$0
DR SHALEN BISHOP	EXECUTIVE DIRECTOR	40.00	Officer	$227,446	$70,723	$298,169
SABRINA CIOLINO	OPERATIONS DIRECTOR	40.00	Officer	$169,774	$53,497	$223,271
JOSHUA VALDIVIA	DIRECTOR OF FINANCE	40.00	Officer	$135,715	$55,930	$191,645
LAURA DINANNO	PRINCIPAL	40.00	Highest	$121,754	$37,963	$159,717
IRENE HSIEH	PRINCIPAL	40.00	Highest	$118,395	$36,737	$155,132
ALLISON CORDERO	PRINCIPAL	40.00	Highest	$119,934	$36,736	$156,670
ESTHER LEE	PRINCIPAL	40.00	Highest	$109,900	$34,790	$144,690
KYLE MCKOY	PROGRAM SPECIALIST	40.00	Highest	$108,963	$34,340	$143,303

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$13,048,029	$12,599,081	$4,153,071	$448,948
2024	$6,873,760	$6,931,521	$2,713,550	$-57,761
2023	$5,458,762	$4,916,443	$2,766,531	$542,319
2022	$5,235,350	$3,407,969	$3,779,524	$1,827,381
2021	$2,623,781	$2,974,336	$2,351,906	$-350,555
2020	$3,107,573	$2,667,063	$2,120,243	$440,510

PEAK PREP PLEASANT VALLEY